Atlas Wealth Management is a registered investment advisor based in Las Vegas, Nevada, newly formed in 2026 and owned by Moxiao Xia. Atlas Wealth Management offers customized portfolio management, including asset allocation, investment selection, ongoing monitoring, and rebalancing. Where agreed in writing, Atlas Wealth Management also provides financial planning services covering retirement, cash flow, education, estate planning coordination, and tax-aware investment considerations. Client portfolios are tailored to individual objectives, risk tolerance, time horizon, and any reasonable restrictions requested by the client. Atlas Wealth Management generally requires a minimum account size of $500,000 for investment management services, though this minimum may be waived or modified at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are negotiable at the firm's discretion. Accounts accepted below the $500,000 minimum are generally charged 1.25%.